In this post, I will talk about the importance of the Cash Position Report for any Professional Services Organization.  The Cash Position is your current and forecasted ‘Cash in Hand’. The importance of having Cash in your bank account cannot be emphasized enough. It is important to understand the difference between Cash Flow and Cash … Continue reading Cash Position Report for a Professional Services Organization →

Steps: Open Xrm Toolbox and add Tool “PowerBI option-Set Assistant” Open the tool and Click on load entities, it will load all the entities. Select the entity and field name from which we want to retrieve data, click on “Create records for selected option sets”. It will prompt that it will create new entity, click … Continue reading Load Option set from D365 CRM to Power BI data model →

In this blog we will learn how to get a last refresh date in Microsoft Power BI report. So, using this practice, we will know last data refresh and also knows the problem with dataset refresh. In order to get latest refresh dates, you have to follow the below steps. Step 1: Open your report … Continue reading How do you get a latest Refresh Date in Microsoft Power BI report →

While viewing reports in Power BI service/ Power BI Desktop, Power BI provides a feature to eliminate the filter pane completely in order to provide a professional look. Here are the ways to Hiding Filter Pane in Power BI reports. 1.Show/Hide the filter pane from report readers. By default, the Filters pane is visible to … Continue reading Hiding Filter Pane in Power BI Reports →

Power BI has some new features and Future Promises for Modern Enterprise applications in Business.

In this blog we will learn how to hide the filter panel in Microsoft Power BI report. Once you publish the Power BI report in Power BI service, filter panel is useless for the end user. In order to hide the filter pane, you have to follow the below steps. Step 1: Open your report … Continue reading How to Hide the filters panel in Microsoft Power BI report →

Dashboard is created to get a brief overview of your report by pinning visuals to an Existing dashboard or to a new dashboard. But sometimes it might be required to pin all the visuals of your page in the report to your dashboard. This blog will guide you through how this can be achieved.

Instead of viewing dashboard and report on Power BI Web Service, we can directly view it in CRM. We need to publish the Power BI dashboard to our CRM Environment. This Blog will guide you through it can be done.

In this blog we will learn how to append two or more table into new table or existing table. The Append Queries in Microsoft Power BI is an equivalent of UNION ALL in SQL. Consider two sample customer table; one for CustomerOne: And Customertwo: Open Microsoft Power BI for Desktop > Get Data > Excel … Continue reading Microsoft Power BI – Joining contents of two tables into one table using Append Power Query →

This Blog will show you how you can Install and locate your Plugins in XRM new interface.